Sales and Account Operations Assistant

Company Overview: Essen Health Care is the largest privately held, multispecialty medical group in New York, providing high-quality, compassionate care to some of the state’s most vulnerable and underserved residents.

Founded in 1999, we’ve grown from a single primary care office into a network of 50+ locations offering urgent care, primary care and specialty services, from women’s health to endocrinology and psychiatry. We also provide nursing home support, care management, and in-home care through our Essen House Calls program. Guided by a Population Health model, our team of 500+ providers deliver care in-person, at home, or via telehealth, ensuring patients get the support they need when and where they need it.

We’re looking for talented, motivated individuals to join our growing team. Whether you’re a medical provider, administrator, or operations professional, there’s a career here for you. Join us in making a real difference in the health of our community.

Position title: Sales and Account Operations Assistant

Reports to: Chief Strategy Officer (CSO), Intention Healthcare

Location: Seabury Avenue, Bronx NY

Employment type: Full-Time

Schedule: Monday–Friday, 9:00 AM–5:00 PM (additional hours as needed)

Job Summary: Intention Healthcare, part of the Essen Health Care network, is seeking a highly organized and detail-oriented Sales and Account Operations Assistant to provide executive and administrative support to the Chief Strategy Officer (CSO) and sales leadership team. This role is responsible for calendar management, meeting coordination, preparation of leadership materials, task tracking, and timely follow-through on key priorities. The position also supports sales operations, including Salesforce pipeline reporting, contracts, commissions, documentation, and client-facing materials.

The ideal candidate has experience providing executive administrative support within a sales-driven organization, demonstrates exceptional organizational skills, and can manage multiple priorities with accuracy and minimal oversight. This is primarily an executive and administrative support role with additional sales and account operations responsibilities.

• Provide day-to-day executive and administrative support to the CSO and sales/account leadership team.

• Manage executive calendars, coordinate meetings, schedule appointments, and resolve scheduling conflicts.

• Prepare meeting agendas, presentations, reports, and other materials for leadership review.

• Track action items, deadlines, and follow-ups to ensure timely completion of priorities.

• Coordinate communications and scheduling across sales, operations, marketing, and other departments.

• Anticipate administrative needs and manage multiple competing priorities with accuracy and minimal oversight.

• Provide administrative and operational support to sales and account leadership throughout the sales process, including coordinating documentation, contracts, commissions, and account-related requests, without direct responsibility for sales targets or ownership of client relationships.

• Support contracting workflows, including preparation, review coordination, execution, and filing
• Track sales documentation and maintain accurate, up-to-date records
• Assist with processing and tracking commissions and related reporting

• Update Salesforce.com account and opportunity records, maintain data accuracy and completeness, and prepare sales pipeline reports for leadership review.

• Prepare, proofread, and format contracts, proposals, presentations, and client-facing documents, including coordinating with Legal and other departments as needed
• Manage document storage, version control, and retrieval
• Maintain approved marketing templates, including coordinating with Marketing and other departments as needed
• Coordinate electronic signatures using DocuSign or equivalent platforms
• Ensure compliance with internal processes and documentation standards

• Assist with preparation of marketing and sales materials
• Support client communications and account-related requests
• Ensure a high-quality, professional experience for internal and external stakeholders

Qualifications

Education

• Bachelor’s degree preferred (or equivalent experience)

Experience

• 5+ years of experience in executive assistance, executive administration, or a closely related administrative support role.

• Prior experience supporting executives or senior sales leaders within a sales-driven organization strongly preferred.

• Demonstrated experience managing executive calendars, coordinating meetings, preparing leadership materials, and tracking multiple priorities and deadlines.

• Experience supporting sales operations, account administration, contracts, and CRM reporting preferred.

Technical Skills

• Hands-on Salesforce.com experience required, including updating CRM records, maintaining data accuracy, and preparing or updating sales pipeline reports. Salesforce system configuration, development, and technical administration are not required.

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with DocuSign or similar electronic signature platforms
• Familiarity with commission processing and contract workflows

• Exceptionally organized and detail-oriented
• Strong follow-through; drives tasks to completion
• Client-oriented with a high level of professionalism
• Ability to support multiple leaders and priorities simultaneously
• Comfortable in a fast-paced, evolving environment
• Able to rapidly shift between tasks and priorities without losing accuracy

ESSEN HEALTH CARE IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER 

Essen Health care is proud to be an equal opportunity employer, and we seek candidates who desire to work in and serve an ethnically diverse population.